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iShares Core S&P Mid-Cap ETF

2,386 hedge funds and large institutions have $75.3B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 949 increasing their positions, 980 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,386
Holders Change
-6
Holders Change %
-0.25%
% of All Funds
32%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.75%
New
135
Increased
949
Reduced
980
Closed
90
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
201
Chesley Taft & Associates
Illinois
$38.5M -$4.16M -67,008 -10%
Lazard Asset Management
202
Lazard Asset Management
New York
$37.9M -$585K -9,430 -2%
LBC
203
Lowe Brockenbrough & Co
Virginia
$37.6M -$496K -7,997 -1%
AF
204
Allworth Financial
California
$37.2M -$76.6K -1,235 -0.2%
FI
205
Fosun International
China
$37M -$39.6K -60 -0.1%
IWC
206
Integrated Wealth Concepts
Massachusetts
$36.8M +$1.34M +21,548 +4%
RFA
207
RTD Financial Advisors
Pennsylvania
$36.6M -$9.98M -160,949 -21%
SFA
208
Sequoia Financial Advisors
Ohio
$36.3M +$4.4M +71,011 +14%
NC
209
NewSquare Capital
Pennsylvania
$36.2M +$1.51M +24,274 +4%
BFA
210
Beaumont Financial Advisors
Massachusetts
$35.5M -$534K -8,613 -1%
DIP
211
DT Investment Partners
Pennsylvania
$35.1M -$30.1M -485,778 -46%
CWA
212
CJM Wealth Advisers
Virginia
$34.4M -$758K -12,223 -2%
GG
213
Greenwood Gearhart
Arkansas
$34M +$1.58M +25,525 +5%
BWP
214
BlueStem Wealth Partners
Minnesota
$34M +$8.29M +133,652 +32%
Kovitz Investment Group Partners
215
Kovitz Investment Group Partners
Illinois
$33.6M -$8.55M -137,909 -20%
Barclays
216
Barclays
United Kingdom
$33.5M +$745K +12,014 +2%
GRP
217
Global Retirement Partners
California
$33.4M +$33.4M +538,241 New
HI
218
Human Investing
Oregon
$33.1M +$2.04M +32,865 +7%
MT
219
Midwest Trust
Kansas
$32.5M +$32.5M +523,597 New
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$32.4M -$1.01M -16,222 -3%
HI
221
Hudock Inc
Pennsylvania
$32.2M -$1.4M -22,581 -4%
Envestnet Portfolio Solutions
222
Envestnet Portfolio Solutions
Illinois
$32.2M -$6.78M -109,376 -17%
FMWA
223
Forvis Mazars Wealth Advisors
Missouri
$31.7M -$457K -7,376 -1%
CIA
224
Capital Investment Advisors
Georgia
$31.6M -$780K -12,583 -2%
AAS
225
Ameritas Advisory Services
Nebraska
$31.2M -$12M -193,217 -28%